Lettall Electronic(SH:603629) Xin Lang Cai Jing·2026-02-03 06:10Core Viewpoint - Lito Electronics (SH603629) experienced a trading halt with a price increase of 9.72% to 45.25 CNY, driven by significant advancements in its computing power business, expected profit growth, and governance improvements [2]. Group 1: Business Performance - The company has made substantial progress in its computing power business, achieving a scale of 33,000P, all of which is leased out, collaborating with leading firms like NVIDIA and Super Fusion [2]. - For the first three quarters, the net profit reached nearly 200 million CNY, with the 2025 annual report projecting a substantial profit increase to between 270 million and 330 million CNY, representing a year-on-year growth of 996.83% to 1240.57% [2]. Group 2: Governance and Market Sentiment - The company has focused on optimizing its governance structure, recently revising multiple governance policies, eliminating the supervisory board, enhancing the functions of the board's specialized committees, and improving information disclosure, which has increased decision-making efficiency and company transparency [2]. - The controlling shareholder has voluntarily committed to not reducing their stake for 24 months, indicating confidence in the company's future, which has positively influenced market expectations [2]. - On February 2, the company was included in the "Dragon and Tiger List," with a trading volume of 2.397 billion CNY, where total purchases amounted to 437 million CNY and total sales were 384 million CNY, reflecting significant participation from speculative funds [2].